Sax Wealth Advisors, LLC Vanguard Bd Index Fd Inc Short Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 27,692 shares of BSV stock, worth $2.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
27,692
Previous 11,740 135.88%
Holding current value
$2.18 Million
Previous $926,000 135.53%
% of portfolio
0.11%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$78.65 - $79.19 $1.25 Million - $1.26 Million
15,952 Added 135.88%
27,692 $2.18 Million
Q3 2025

Oct 20, 2025
SELL
$78.11 - $79.07 $196,915 - $199,335
-2,521 Reduced 17.68%
11,740 $926,000
Q2 2025

Jul 23, 2025
BUY
$77.74 - $78.78 $177,402 - $179,775
2,282 Added 19.05%
14,261 $1.12 Million
Q1 2025

May 14, 2025
BUY
$76.94 - $78.28 $921,664 - $937,716
11,979 New
11,979 $937,000
Q1 2024

May 13, 2024
SELL
$76.34 - $77.25 $425,061 - $430,128
-5,568 Reduced 61.79%
3,443 $263,000
Q4 2023

Feb 14, 2024
SELL
$74.64 - $77.03 $699,526 - $721,925
-9,372 Reduced 50.98%
9,011 $694,000
Q3 2023

Nov 07, 2023
SELL
$74.97 - $75.93 $60,800 - $61,579
-811 Reduced 4.23%
18,383 $1.38 Million
Q2 2023

Aug 10, 2023
SELL
$75.52 - $76.97 $26,280 - $26,785
-348 Reduced 1.78%
19,194 $1.45 Million
Q1 2023

May 05, 2023
SELL
$74.67 - $76.76 $98,340 - $101,092
-1,317 Reduced 6.31%
19,542 $1.49 Million
Q4 2022

Feb 06, 2023
SELL
$74.07 - $75.87 $959,280 - $982,592
-12,951 Reduced 38.31%
20,859 $1.57 Million
Q3 2022

Nov 08, 2022
SELL
$74.52 - $77.47 $398,756 - $414,541
-5,351 Reduced 13.66%
33,810 $2.53 Million
Q2 2022

Aug 11, 2022
SELL
$75.68 - $77.74 $2 Million - $2.06 Million
-26,492 Reduced 40.35%
39,161 $3.01 Million
Q1 2022

Apr 20, 2022
SELL
$77.66 - $80.73 $1.75 Million - $1.82 Million
-22,585 Reduced 25.6%
65,653 $5.11 Million
Q4 2021

Feb 07, 2022
SELL
$80.78 - $81.98 $740,106 - $751,100
-9,162 Reduced 9.41%
88,238 $7.13 Million
Q3 2021

Dec 10, 2021
BUY
$81.9 - $82.4 $778,377 - $783,129
9,504 Added 10.81%
97,400 $7.98 Million
Q2 2021

Aug 12, 2021
BUY
$82.08 - $82.43 $2.62 Million - $2.63 Million
31,876 Added 56.9%
87,896 $7.22 Million
Q1 2021

May 14, 2021
BUY
$82.08 - $82.89 $2.27 Million - $2.29 Million
27,686 Added 97.71%
56,020 $4.6 Million
Q4 2020

Feb 16, 2021
BUY
$82.67 - $82.96 $2.34 Million - $2.35 Million
28,334 New
28,334 $2.35 Million

Others Institutions Holding BSV

# of Institutions
1,397
Shares Held
411M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
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